Portfolio Manager

Portfolio Manager

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Corpay

At a Glance

  • Tasks: Engage with C-suite executives to manage FX and cross-border payment needs.
  • Company: Join Corpay, a global leader in commercial payments with an innovative culture.
  • Benefits: Enjoy 25 days annual leave, private medical insurance, and access to LinkedIn Learning.
  • Other info: Dynamic workplace fostering diversity, equity, and inclusion.
  • Why this job: Accelerate your career in a high-performance sales environment with hands-on training.
  • Qualifications: 1-3 years of sales experience, strong communication skills, and urgency.

The predicted salary is between 40000 - 50000 £ per year.

Your role involves identifying and engaging with C-suite decision makers at mid-to-large businesses, helping them manage their FX and cross-border payment needs. You will report directly to the Director of Sales.

We’re looking for ambitious, driven individuals who want to accelerate their careers in a high-performance sales environment.

As a Portfolio Manager, you will be expected to work in an office environment. Corpay will set you up for success by providing:

  • Assigned workspace in our Moorgate office.
  • Company-issued equipment.
  • Formal, hands-on training.
  • Continued development.

The responsibilities of the role will include:

  • Researching and qualifying potential clients to build a database of leads.
  • Owning the telephone – using it to engage and consult with C-level executives of medium-large businesses across a diverse range of sectors. Cold calling will be your primary and preferred method of engaging opportunities.
  • Learning your clients’ businesses and working to explore and uncover key problems and challenges, whilst educating them on how Alpha’s solutions can solve them.
  • Working closely with analysts and strategists to build and present valuable risk management solutions to clients - in time learning how to develop these solutions yourself.

Qualifications & Skills:

  • 1-3 years of sales experience.
  • Previous experience in a new business/outbound sales role.
  • Cold calling.
  • Fintech experience is a plus.
  • FX/Payment's experience is not a must.
  • Good communication skills.
  • Urgency.

Benefits & Perks:

  • 25 days’ annual leave plus 8 bank holidays.
  • Option to buy or sell up to 5 days of annual leave annually through the benefits enrolment window.
  • Pension scheme with a minimum 3% employee contribution and up to 5% employer contribution from Corpay.
  • Private Medical Insurance through Vitality with no excess payable by employees; Corpay covers the standard £250 excess charge.
  • Access to the Gratitudes benefits platform, offering flexible discounts, supermarket savings of 4–5%, and a range of exclusive employee offers.
  • Free access to LinkedIn Learning, with thousands of courses to support ongoing professional and personal development.

Corpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.

At Corpay, we are committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions. We believe that diversity, equity, and inclusion strengthen our teams, drive innovation, and support our continued success globally.

Portfolio Manager employer: Corpay

Corpay is an exceptional employer located in the vibrant Moorgate area of London, offering a dynamic work culture that prioritises innovation and employee development. With comprehensive benefits including generous annual leave, private medical insurance, and access to professional training resources like LinkedIn Learning, Corpay fosters an inclusive environment where employees are encouraged to grow their careers in a high-performance sales setting. Join us to engage with C-suite executives and make a meaningful impact in the fintech space while enjoying the unique advantages of working in one of London's most exciting business districts.

Corpay

Contact Details:

Corpay Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Manager

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Corpay. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Portfolio Manager

Sales Experience
Cold Calling
Client Engagement
Communication Skills
Research Skills
Consultative Selling
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Corpay.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Corpay's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Corpay

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Corpay.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Corpay will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Corpay employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.